5% stake reports

Filings through 10/02

Anyone who comes to hold more than 5% of a US-listed company must report it. A 13D holder may seek a say in the company; a 13G holder is a passive investor.

5% stake reports
652
Last 30 days · 09/03–10/02
13D reports
357
Last 30 days · 09/03–10/02
First reports over 5%
241
Last 30 days · 09/03–10/02
Dropped below 5%
83
Last 30 days · 09/03–10/02

5% stake reports

Holder
Engine Capital08/254.7%481,479 sh−1.6pp
Engine Capital06/156.3%686,315 sh−1.6pp
American Century Investment Management05/015.1%561,834 shFirst report
Engine Capital02/187.9%911,930 sh−3.7pp
Horizon Kinetics Asset Management01/2821.3%2,449,487 sh−1.0pp
Dimensional Fund Advisors01/215.5%628,158 shFirst report
Engine Capital25/12/0111.6%1,338,114 sh+1.7pp
M Partners Fund25/11/130%0 sh−5.3pp
M Partners Fund25/08/055.31%666,717 sh+0.4pp
Engine Capital25/06/189.9%1,338,114 sh+0.1pp
Engine Capital25/03/209.8%1,338,114 sh+0.4pp
FMR25/03/070%2,200 sh−5.1pp
Engine Capital25/03/069.4%1,279,056 sh+1.7pp
Engine Capital25/02/267.7%1,057,297 shFirst report
M Partners Fund25/02/204.93%679,447 sh−2.8pp
M Partners Fund25/02/077.7%1,059,848 shFirst report
FMR25/02/075.1%704,037 sh−6.1pp